CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ERIE — Erie Indemnity Co
CIK 884546
SAN FRANCISCO, CA
Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$205,222,163
+$13,224,088 QoQ
Shares Held
855,984
+12.0% QoQ
Ownership
1.85%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#8
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,054,293,163 across 16 Insurance Brokers names. ERIE ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,072,405 | $512,077,740 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,156,506 | $495,069,081 | |
| 3 | AON |
Aon plc
|
1,345,367 | $446,244,780 | |
| 4 | ERIE |
Erie Indemnity Co
This page
|
855,984 | $205,222,163 | |
| 5 | WTW |
Willis Towers Watson PLC
|
629,197 | $164,453,219 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,898,071 | $121,761,254 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,202,737 | $45,415,348 | |
| 8 | CRVL |
Corvel Corp
|
312,845 | $19,559,069 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,222,163 | 855,984 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $191,998,075 | 763,989 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,136,640 | 178,394 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,614,368 | 174,800 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $58,417,815 | 168,453 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $70,966,955 | 169,352 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $64,813,686 | 157,227 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $76,968,075 | 142,581 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $53,382,244 | 147,302 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $54,860,887 | 136,616 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $45,551,799 | 136,008 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $39,072,601 | 132,995 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $27,796,293 | 132,357 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $31,786,531 | 137,212 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,092,547 | 137,072 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $29,300,235 | 131,799 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,790,588 | 128,990 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,370,623 | 127,012 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $23,855,161 | 123,820 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,658,939 | 121,393 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $22,641,091 | 117,099 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $25,364,223 | 114,817 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,912,440 | 113,650 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,411,523 | 111,335 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,820,994 | 87,655 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $12,839,511 | 86,613 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||